Titelia

Fund shareholders of Mercantile Bank Corp

ISIN US5873761044 · United States · LEI P16VZZCKTJ5IONL6XE37

Fund shareholders
219
Of which ETFs
50 169 other funds
Value held
247.1M $ 9M SEK
Share of capital
28.1 % of 17.3M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 494,83725M $0.00 %2.86 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 446,82723.1M $0.10 %2.58 %as of Feb 28, 2026
iShares Russell 2000 ETF iShares Trust 399,80120.2M $0.03 %2.31 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 233,92012M $0.06 %1.35 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 192,8749.7M $0.01 %1.12 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 166,3578.5M $0.03 %0.96 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 144,7797.3M $0.06 %0.84 %as of Mar 31, 2026
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 134,0726.8M $1.19 %0.78 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 131,5996.8M $0.04 %0.76 %as of Apr 30, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 128,1646.6M $1.00 %0.74 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 120,9386.1M $0.16 %0.70 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 103,1985.3M $0.03 %0.60 %as of Apr 30, 2026
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 96,3534.9M $0.00 %0.56 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 92,9284.8M $0.03 %0.54 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 85,7334.4M $0.01 %0.50 %as of Feb 28, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 82,7594.2M $0.06 %0.48 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 78,7294.1M $0.03 %0.46 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 78,7164.1M $0.02 %0.46 %as of Feb 28, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,5473.3M $0.04 %0.37 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 56,8742.9M $0.02 %0.33 %as of Apr 30, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 54,5782.8M $0.06 %0.32 %as of Feb 27, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 48,6572.5M $0.38 %0.28 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 47,3002.4M $0.20 %0.27 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 47,2402.4M $0.29 %0.27 %as of Mar 31, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 43,8542.2M $0.19 %0.25 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 42,3842.1M $0.18 %0.25 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 41,5972.1M $0.09 %0.24 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,5072M $0.01 %0.23 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 39,4412M $0.00 %0.23 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 36,7311.9M $0.03 %0.21 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 36,1361.9M $0.08 %0.21 %as of Feb 28, 2026
SmallCap Value Fund II Principal Funds, Inc 31,0571.6M $0.13 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 29,9011.5M $0.00 %0.17 %as of Feb 28, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 28,5481.4M $0.16 %0.17 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,3001.5M $0.00 %0.16 %as of Apr 30, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 25,7771.3M $0.01 %0.15 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 25,3161.3M $0.03 %0.15 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 23,4071.2M $0.00 %0.14 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 22,9161.2M $0.06 %0.13 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 22,4361.2M $0.09 %0.13 %as of Feb 28, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 22,1921.1M $0.08 %0.13 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 21,9851.1M $0.06 %0.13 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 21,8041.1M $0.00 %0.13 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 20,7521M $0.06 %0.12 %as of Mar 31, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 19,5401M $0.03 %0.11 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 19,020975.9K $0.02 %0.11 %as of Apr 30, 2026
Simplicity Småbolag Global Simplicity AB 18,7509M SEK1.06 %0.11 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 17,401892.8K $0.72 %0.10 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 17,085862.8K $0.03 %0.10 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 13,520682.8K $0.04 %0.08 %as of Mar 31, 2026
Small Cap Value Fund Northern Funds 13,072660.1K $0.11 %0.08 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 12,607636.7K $0.02 %0.07 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 11,781594.9K $0.19 %0.07 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,645601.6K $0.05 %0.07 %as of Feb 28, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 11,416576.5K $0.04 %0.07 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 11,280578.8K $0.02 %0.07 %as of Apr 30, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11,200565.6K $0.10 %0.06 %as of Mar 31, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 11,173564.2K $0.01 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,933552.1K $0.03 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,911563.7K $0.00 %0.06 %as of Feb 28, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 10,739554.8K $0.06 %0.06 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,502538.9K $0.00 %0.06 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,339534.1K $0.00 %0.06 %as of Feb 28, 2026
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 10,323529.7K $0.11 %0.06 %as of Apr 30, 2026
Victory Integrity Discovery Fund Victory Portfolios 10,280519.1K $0.76 %0.06 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 10,245517.4K $0.08 %0.06 %as of Mar 31, 2026
Barrons 400 ETF ALPS ETF TRUST 10,200526.9K $0.25 %0.06 %as of Feb 28, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 10,035518.4K $0.20 %0.06 %as of Feb 28, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,993504.6K $0.06 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 9,720502.1K $0.01 %0.06 %as of Feb 28, 2026
Small Cap Value Fund VALIC Co I 9,510491.3K $0.19 %0.06 %as of Feb 28, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,481486.5K $0.01 %0.05 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 9,460488.7K $0.00 %0.05 %as of Feb 28, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 9,063465K $0.00 %0.05 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 9,018462.7K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,954452.2K $0.00 %0.05 %as of Mar 31, 2026
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 8,285428K $0.17 %0.05 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 8,037405.9K $0.03 %0.05 %as of Mar 31, 2026
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 7,526386.2K $0.11 %0.04 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,523379.9K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 7,254372.2K $0.03 %0.04 %as of Apr 30, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,105358.8K $0.00 %0.04 %as of Mar 31, 2026
Zacks Small-Cap Core Fund Zacks Trust 6,923357.6K $1.16 %0.04 %as of Feb 28, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,843353.5K $0.19 %0.04 %as of Feb 28, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 6,830344.9K $0.08 %0.04 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,763347K $0.04 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 6,484335K $0.03 %0.04 %as of Feb 28, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,280322.2K $0.00 %0.04 %as of Apr 30, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,277317K $0.16 %0.04 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 6,134309.8K $0.08 %0.04 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 6,090307.5K $0.42 %0.04 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,037309.8K $0.00 %0.03 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,967306.2K $0.01 %0.03 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5,840294.9K $0.02 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,800292.9K $0.01 %0.03 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 5,471282.6K $0.18 %0.03 %as of Feb 28, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 5,396272.5K $0.20 %0.03 %as of Mar 31, 2026
Small Company Fund American Century Quantitative Equity Funds, Inc. 5,394272.4K $0.17 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,361270.7K $0.03 %0.03 %as of Mar 31, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 5,074256.2K $0.37 %0.03 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 1.19 %as of Mar 31, 2026
Zacks Small-Cap Core Fund Zacks Trust 1.16 %as of Feb 28, 2026
Simplicity Småbolag Global Simplicity AB 1.06 %as of Mar 31, 2026
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.00 %as of Feb 28, 2026
Victory Integrity Discovery Fund Victory Portfolios 0.76 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.72 %as of Apr 30, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.50 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.42 %as of Mar 31, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 0.38 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.37 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2218+54,842,170+3.7 %
2026Q1213-54,668,642-3.7 %
2025Q4218-34,846,242-0.7 %
2025Q3221-34,881,627-0.3 %
2025Q2224+124,894,667+3.2 %
2025Q1212-24,742,436-0.0 %
2024Q4214+104,744,483+6.6 %
2024Q3204-24,451,612-0.9 %
2024Q2206+74,493,126+3.6 %
2024Q119904,337,291+2.8 %
2023Q41994,221,116

Institutional managers

192 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,388,71470.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,189,03160M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,032,88852.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC561,46728.4M $as of Mar 31, 2026
STATE STREET CORP502,46825.4M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC472,21323.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC435,01222M $as of Mar 31, 2026
NORTH STAR ASSET MANAGEMENT INC383,18019.4M $as of Mar 31, 2026
LSV ASSET MANAGEMENT283,18614.3K $as of Mar 31, 2026
NORTHERN TRUST CORP232,60011.7M $as of Mar 31, 2026
Tributary Capital Management, LLC224,63211.3M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC191,1539.7M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP181,6479.2M $as of Mar 31, 2026
JPMORGAN CHASE & CO148,8587.4M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC146,7137.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC140,4467.1M $as of Mar 31, 2026
BANC FUNDS CO LLC131,1606.6M $as of Mar 31, 2026
MERCER GLOBAL ADVISORS INC /ADV129,2576.5M $as of Mar 31, 2026
MORGAN STANLEY127,2366.4M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC126,2696.4M $as of Mar 31, 2026
ProShare Advisors LLC125,6316.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC112,7215.7M $as of Mar 31, 2026
Bank of New York Mellon Corp92,6594.7M $as of Mar 31, 2026
Siena Capital Partners GP, LLC83,9664.2M $as of Mar 31, 2026
Empowered Funds, LLC78,9694M $as of Mar 31, 2026

Declared shareholders of Mercantile Bank Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others6.90 %1,189,031as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Mercantile Bank Corp

1 fund declares one bond line of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund16.7M $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of Mercantile Bank Corp". https://titelia.com/en/stocks/mercantile-bank-corp-US5873761044